Wealth Enhancement Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.77M	Buy	75,134 +3,742	+5%	+$188K	0.01%	1182
2026 Q1	$3.6M	Sell	71,392 -15,192	-18%	-$770K	0.01%	1072
2025 Q4	$4.39M	Sell	86,584 -3,212	-4%	-$163K	0.01%	1080
2025 Q3	$4.55M	Buy	89,796 +24,250	+37%	+$1.23M	0.01%	996
2025 Q2	$3.3M	Buy	65,546 +14,352	+28%	+$720K	0.01%	1102
2025 Q1	$2.57M	Buy	51,194 +2,956	+6%	+$148K	﹤0.01%	1121
2024 Q4	$2.4M	Buy	48,238 +25,724	+114%	+$1.28M	﹤0.01%	1085
2024 Q3	$1.14M	Buy	22,514 +1,580	+8%	+$78.8K	﹤0.01%	1323
2024 Q2	$1.03M	Buy	20,934 +1,972	+10%	+$96.7K	﹤0.01%	1265
2024 Q1	$933K	Sell	18,962 -2,610	-12%	-$128K	﹤0.01%	1266
2023 Q4	$1.06M	Buy	21,572 +576	+3%	+$27.8K	﹤0.01%	1149
2023 Q3	$1.01M	Sell	20,996 -5,807	-22%	-$279K	﹤0.01%	1093
2023 Q2	$1.29M	Sell	26,803 -26,999	-50%	-$1.31M	0.01%	241
2023 Q1	$2.61M	Buy	53,802 +15,221	+39%	+$733K	0.03%	186
2022 Q4	$1.87M	Sell	38,581 -5,533	-13%	-$264K	0.02%	180
2022 Q3	$2.09M	Buy	+44,114	New	+$2.14M	0.03%	168